Financial Services

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

98

Current Available Jobs

17,410

Projected job openings through 2030


Sample Career Roadmap

Investment Fund Managers

Degree Recommendations




 Arizona State University


 Arizona State University


Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Associate Wealth Advisor- Schwab Wealth Advisor
    Charles Schwab    Phoenix, AZ 85067
     Posted about 2 hours    

    **Your Opportunity**

    At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

    Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.

    As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

    This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

    **What you have**

    **Required Qualifications**

    + Active and valid FINRA Series 7

    + Active and valid FINRA Series 66 (may be obtained with a 120-day COE)

    + 1-3 years of experience in the financial services industry

    **Preferred Qualifications**

    + Experience servicing high net worth clients

    + Bachelor’s Degree

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.


    Employment Type

    Full Time

  • Manager, Wealth Advisor- Schwab Wealth Advisory - South Mountain
    Charles Schwab    Phoenix, AZ 85067
     Posted about 2 hours    

    **Your Opportunity**

    **_At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together._**

    As a _Wealth Advisor_ within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to leverage a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various stakeholders, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

    **What you have**

    **Required Skills:**

    + Undergraduate degree required

    + Active FINRA Series 7 license required

    + Active FINRA Series 66 license (or may be obtained within the first 120 days)

    + Three or more years advisory experience

    + Five or more years in the financial services industry working directly with clients

    **Preferred Skills:**

    + CFP or CFA preferred

    + Superior relationship management and client retention experience

    + Polished interpersonal, communication and presentation skills, attention to detail

    **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.


    Employment Type

    Full Time

  • Wealth Management Client Associate
    Bank of America    Scottsdale, AZ 85258
     Posted about 2 hours    

    Wealth Management Client Associate

    Scottsdale, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    **Job Description:**

    This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

    **Responsibilities:**

    + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

    + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

    + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

    + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

    + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

    **Skills:**

    + Account Management

    + Client Management

    + Customer and Client Focus

    + Issue Management

    + Oral Communications

    + Business Development

    + Client Solutions Advisory

    + Pipeline Management

    + Prioritization

    + Administrative Services

    + Emotional Intelligence

    + Referral Identification

    + Written Communications

    **Minimum Education Requirement:**

    + 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    37.5

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .


    Employment Type

    Full Time

  • Information Security Analyst
    American Express    Phoenix, AZ 85067
     Posted about 2 hours    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. Amex offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development.

    **How will you make an impact in this role?**

    Responsible to ensure technology risk and cyber analytics platform data repositories/applications are available for the clients across American Express.

    * Provide level 2 and level 1 problem identifications, diagnose and regular troubleshoots for Greenplum, Postgres, SQL, Qlik sense and Kubernetes administration.

    * Understand and ability to write Power shell or python code to remediate on going regular system maintenance.

    * Write/develop scripts and frameworks using PowerShell or Python to automate regular operational work, to integrate with monitoring tools to monitor applications, systems and adhoc requirements.

    * Perform Greenplum, SQL, Postgres, Qlik cluster deployments and upgrades.

    * Use Ansible to develop maintenance scripts for Postgres deployments.

    * Provide support and maintain availability of portal applications.

    * Develop and implement observability solutions using Dynatrace, Prometheus and ELK

    * Written skills to prepare Knowledge base articles for ongoing maintenance, and to prepare Root Cause Analysis in case of system failures.

    * Proactively respond and work on problem alerts receiving through monitoring tools and other sources

    * Be part of on-call rotation with other team players to monitor systems health and proactively engage SMEs to resolve issues on-time.

    **Minimum Qualifications**

    +

    * Bachelor’s or master’s degree in computer science, computer engineering or related field or equivalent associate degree.

    * Hands on experience in the area of SQL, Greenplum, Solr, Postgres Database, Qlik sense BI product and Kubernetes administration that deals with information and technology risk data/metrics

    * Write/develop scripts and frameworks using PowerShell or Python to automate regular operational work, to integrate with monitoring tools to monitor applications, systems and adhoc requirements.

    * Hands on experience to implement site reliability for security risk management portals that are built using technology stack Docker/Kubernetes containers, Apache Webserver, zookeeper, Linux VMs, load balancing technologies, queuing technologies, caching technologies.

    * Hands experience with observability tools like Dynatrace, log analytics tool ELK and Prometheus

    * Strong verbal and written communication skills, experience of working onsite/offshore model.

    * Hands experience to identify and implement stored procedures fine tuning with respect to Greenplum and Postgres databases

    * Ability to work in a rapidly changing environment.

    * Ability to multi-task and context-switch effectively between different activities and teams.

    **Preferred Qualifications**

    + Knowledge of data warehouse technology Starburst

    **Qualifications**

    Salary Range: $85,000.00 to $150,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    **Job:** Technology

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 24004972


    Employment Type

    Full Time

  • Financial Analyst Sr - Remote
    Prime Therapeutics    Phoenix, AZ 85067
     Posted 1 day    

    Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.

    **Job Posting Title**

    Financial Analyst Sr - Remote

    **Job Description**

    The Senior Financial Analyst is responsible for providing leadership on financial analysis and reporting related to the profitability of various Prime business areas or units. This position directs the budgeting and forecasting processes for the departments it supports, develops new analytical models that utilize cost drivers and associated metrics, and supports the financial requirements of Prime. This position will be a partner of the departments it supports, will be viewed as the voice of Finance for those departments, and become a member of the department’s leadership team.

    **Responsibilities**

    + Provide financial leadership and direction to various Prime departments on the annual budget, forecast, and monthly financial requirements. Provide trend analysis on key issues including capital planning and projects

    + Recommend operational improvements after investigating, and analyzing data from a financial and functional view

    + Provide mentoring to junior members of the FP&A team

    + Other duties as assigned

    **Minimum Qualifications**

    + Bachelor’s degree in Accounting or Finance or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required

    + 5 years of experience in accounting and/or financial analysis

    + Must be eligible to work in the United States without need for work visa or residency sponsorship

    **Additional Qualifications**

    + Strong team player with effective communication and presentation skills as well as a customer service approach

    + Very strong analytical skills and attention to detail, with experience in working in complex environments

    + Ability to adapt and multi-task

    **Preferred Qualifications**

    + MBA in Finance or related field

    + Advanced level experience in Excel, Word, and PowerPoint; experience creating complex formulas

    + PBM, Healthcare, Contact Center, Government Programs, knowledge and/or experience

    + Experience working with databases to retrieve and analyze data

    **Minimum Physical Job Requirements**

    + Flexible work schedule within normal business hours, typically between 7:00 am and 6:00 pm

    + Constantly required to sit, use hands to handle or feel, talk and hear

    + Frequently required to reach with hands and arms

    + Occasionally required to stand, walk and stoop, kneel, and crouch

    + Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds

    + Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

    **Reporting Structure**

    + Reports to Manager or Sr Director in the Finance department

    Potential pay for this position ranges from $85,600.00 - $128,400.00 based on experience and skills. Pay range may vary by 8% depending on applicant location.

    To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (https://www.primetherapeutics.com/careers/benefits/) and click on the "Benefits at a glance" button for more detail.

    _Prime Therapeutics LLC is an Equal Opportunity Employer. We encourage diverse candidates to apply and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, genetic information, marital status, family status, national origin, age, disability, veteran status, or any other legally protected class under federal, state, or local law._

    Positions will be posted for a minimum of five consecutive workdays.

    Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.

    If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.

    Prime Therapeutics LLC is an Equal Opportunity Employer. We encourage diverse candidates to apply and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **​** If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1.866.469.1257 or email [email protected].


    Employment Type

    Full Time

  • Financial Analyst or Principal Financial Analyst
    Northrop Grumman    Chandler, AZ 85286
     Posted 1 day    

    At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

    Northrop Grumman Space Division offers exciting opportunities for individuals looking to take part in the development and deployment of cutting-edge space technologies. With a focus on innovation, the Space Division is a leader in designing, building, and launching satellites, space vehicles, and related systems for government and commercial customers. Working in this dynamic environment requires a team of highly-skilled and motivated professionals who are eager to explore the possibilities of space exploration.

    If you are interested in becoming part of the Space Division team, we invite you to apply for a position and join us on our journey.

    The Launch Missile Defense System is seeking a **Financial Analyst (Level 2) or Principal Financial Analyst (Level 3)** to join our team in **Chandler, AZ** . This position can be filled with either the level 2 or level 3 base on qualifying years of experience.

    **In this role, the selected candidate will:**

    + Assisting in all aspects of financial planning, analysis, reporting and forecasting

    + Preparing monthly forecasts and Operation Review packages and analysis for senior management

    + Collaborating with Division leadership team on financial planning and analysis

    + Supporting the Annual Operating Plan (AOP) and Long Range Strategic Plan (LRSP) process for the division including multi-year awards, sales, profit, operating cash, investment and balance sheet forecasts and analysis

    + Teaming with the Assistant Controller on consolidation and reporting of quarterly and annual deliverables in support of the external SEC reporting and earnings release

    + Interfacing and coordinating with the three Business Unit Business Management teams regarding all financial planning, forecasting, and reporting functions

    + Collaborating with the Business Unit and across NG Space sector financial reporting teams to ensure alignment and continuous improvement of the financial planning, reporting, and close process

    + Division subject matter expert for financial reporting systems

    + Coordinating with Sector Business Management on monthly, quarterly, and ad hoc reporting

    + Performing miscellaneous financial support and project work, as required

    **Basic Qualifications:**

    **Level 2**

    + Bachelor's degree in Accounting, Finance, Business Management (or related field) with 3+ years of related professional experience - OR - a Master's degree with 1+ years of related professional experience

    + Experience using MS Office applications including Word and Excel

    **Level 3**

    + Bachelor's degree in Accounting, Finance, Business Management (or related field) with 6+ years of related professional experience - OR - a Master's degree with 4+ years of related professional experience

    + Experience with cost management, finance management, or pricing and estimating

    + Advance experience using MS Office applications including Word and Excel

    **Preferred Qualifications:**

    + Prior experience in the Aerospace or Defense industry

    + Costpoint or SAP experience

    + Advanced experience with Microsoft Excel, PowerPoint and Word

    + Experience collaborating with technical functions or projects/programs

    + Executive presentation skills

    + Accounting knowledge including balance sheet and income statement analysis

    + Cognos Analytics experience

    **Salary Range:** $62,200 - $93,400

    **Salary Range 2:** $76,600 - $115,000

    The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.

    Employees may be eligible for a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.

    The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.

    Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit http://www.northropgrumman.com/EEO . U.S. Citizenship is required for most positions.


    Employment Type

    Full Time

  • Resource Planning Analyst - Work From Home
    CVS Health    Phoenix, AZ 85067
     Posted 1 day    

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

    Position SummaryThis position will support a variety of Resource Planning functions for multiple Clinical programs within CGSO to ensure appropriate staffing by department. Duties include, but are not limited to: monitoring Avaya CMS, Five9, CAS offline queues, MHK, People Safe, any cloud based or predictive dialer for inbound/outbound calls, adjusting staff to ensure service levels and performance goals are met, create and maintain data in CMS, Five9, Verint WFM and other databases which may be applicable to this role. The position will research and support operational staffing adjustments to maximize employee efficiency and assist with forecasting/scheduling all call center functions, including phone and offline/back-office functions within multi-skill/multi-site environments, assist in determining appropriate workload to complete any intraday/real time monitoring of call stats and schedules in order to meet service levels/TAT. Position promotes a positive work environment, performs as a team member and initiates suggestions to continually improve process and protocols related to workforce management for the Clinical Government Shared Organization.

    1. Intraday and real time monitoring of Avaya CMS, Five9 and CAS offline queues, MHK, People Safe, Verint WFM, Aspect, Avaya Predictive Dialer, and CAS for volume including inbound calls, outbound calls, faxes and other offline functions including non- production time (meetings, trainings, etc). Adjusting workflow/skills and staff/schedules to ensure service levels and performance goals are met, including monitoring of employee adherence to schedule2. Participate and present on Adhoc, daily, weekly, quarterly meetings with business partners and team on workflow/scheduling concerns/forecasts and staffing changes3. Provide and maintain reports/data in CMS, Verint WFM and other applicable databases/resources4. Maintain correspondence to emails in a professional and timely manner to meet service levels and the needs of the business5. Review waitlisted PTO for additional approvals which may fall within business parameters6. System maintenance of employees new hires and terms7. Individual Development of skills to maintain skill set and career advancementThe hours of this position are Monday through Friday with specific hours to be 11:30am-8:00pm EST. At least a once a month weekend rotation or as business needs require, with days off during the week.Required Qualifications1. Minimum of 2 years of experience in a high volume customer service environment with actual experience in workforce2. Minimum of 1+ years of experience in data analyzing/data mining/consolidation-interpretation of call center volume forecasting4. Minimum of 6+months of experience in applied use of intraday and real time monitoring of Avaya CMS and CAS offline queues, Verint WFM, Aspect WFM or IEX workforce management tools are required, including cloud based and/or Avaya equivalent dialer program5. Participate in projects and work in groups to promote/develop/maintain professional relationships with all site personnel6. Organize, prioritize and manage multiple tasks on a regular basis with high level of detail

    7. Ability to identify, analyze and solve complex problems taking into account a variety of factors from multiple data resources8. Ability to identify, analyze and solve complex issues involving a variety of factors in narrow turn-around time and provide solid factual information is a key part of this role9. Provide and maintain effective written correspondence through email, office communicator/Skype, as well as, verbal communication for forecasting, scheduling, reports; data requests, employee time off maintenance (approved PTO and unapproved absences/FMLA).10. Ability to work with many groups to acquire, analyze data trends and distribute staffing/scheduling needs to Operations, Vendors, Clients and other internal groups via email/presentations/Webex/conference calls11. Self-Motivated with a strong attention to detail with the ability to work independently12. Ability to work in a high production, time sensitive environment13. Able to prioritize and manage multiple tasks14. Demonstrates resourcefulness in problem-solvingPreferred Qualifications3-5 years experience in high volume customer service environment with actual experience in workforce- Excellent communication skills- Ability to learn new software's- Ability to think outside the box- Ability to obtain and analyze large sets of data- Experience with forecasting and scheduling in a PBM settingEducation

    High School Diploma or GED required. Associate's degree/Bachelor’s degree or equivalent combination of education and work experience preferred.

    Pay Range

    The typical pay range for this role is:

    $40,600.00 - $89,300.00

    This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies. For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits

    We anticipate the application window for this opening will close on: 04/30/2024

    CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.

    You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.

    CVS Health is committed to recruiting, hiring, developing, advancing, and retaining individuals with disabilities. As such, we strive to provide equal access to the benefits and privileges of employment, including the provision of a reasonable accommodation to perform essential job functions. CVS Health can provide a request for a reasonable accommodation, including a qualified interpreter, written information in other formats, translation or other services through [email protected] If you have a speech or hearing disability, please call 7-1-1 to utilize Telecommunications Relay Services (TRS). We will make every effort to respond to your request within 48 business hours and do everything we can to work towards a solution.


    Employment Type

    Full Time

  • Private Client Wealth Advisor III
    Bankers Trust    Phoenix, AZ 85067
     Posted 1 day    

    Private Client Wealth Advisor III

    Location Phoenix, AZ

    # of openings 1

    Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627)

    Job Brief

    Work with high-net worth investors, and ultra-high-net worth individuals and families.

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

    Job Summary:

    The Private Client Wealth Advisor III will work with high-net worth investors, and ultra-high-net worth individuals and families. The Private Wealth Advisor III will assist those navigating the often-complex personal financial landscape and will advise on how to plan their finances, typically using services such as investment management, formal financial planning, and tax consulting. This role will frequently engage with internal business partners, referral resources and others found to be influential within the community. This position will have revenue growth and new business development sales goals and will work closely with administrative team to consistently exceed client expectations while exceeding relationship management goals.

    Primary Functions and/or Responsibilities:

    · Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities

    · Oversees a select book of developed High Net Worth customer relationships

    · Continually monitors and evaluates client needs to identify opportunities to expand and deepen customer relationships

    · Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes personal business plan to achieve defined revenue and business objectives.

    · Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management

    · Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals

    · Serves as primary customer contact for select clients to resolve problems in a timely and effective manner

    · Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics

    · Manages overall profitability of client relationships

    · Accountable for implementation of recommendations delivered to client

    · Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally

    · Performs other duties as assigned

    Education and/or Experience:

    · Four-year college degree in a related field preferred OR an equivalent combination of education and experience

    Specific Skills, Knowledge & Abilities:

    · College degree in Business Management, Marketing, Sales, Finance, Investments, or other Business related field preferred

    · Advanced degree, such as an MBA or JD, is preferred.

    · Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) (or other industry certifications) are strongly preferred

    · At least six years of successful Private Client sales experience including relationship management required, including experience managing fiduciary responsibilities and planning based sales models, is preferred

    · Experience with account compliance and risk mitigation responsibilities preferred

    Hiring Salary Range

    The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Targeted Hiring Base Salary Range: $98,000 - $129,000

    Benefits

    · Group Health, Dental, and Vision Insurance

    · Generous Paid Time Off (PTO)

    · Volunteer Time Off (VTO)

    · 401(k) plan with lucrative company match

    · Tuition assistance

    · Company Paid Life Insurance

    · Paid Parental Leave

    · Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

    · Team Member Banking - a suite of products and services with special benefits for employees

    Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

    AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

    “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”


    Employment Type

    Full Time

  • Senior Financial Analyst
    Centuri Group, Inc.    Phoenix, AZ 85067
     Posted 2 days    

    Senior Financial Analyst

    Date: Mar 26, 2024

    Location:

    Phoenix, AZ, US, 85027

    Company: Centuri Group, Inc. (S4)

    Description:

    Pay Range: $83,229.60 - $115,689.14

    Centuri companies consider several factors when extending an offer, including but not limited to, the role and responsibilities, a candidate's work experience, education, training and skills, and geographic location.

    Who We Are

    Centuri Group, Inc. is comprised of a family of companies that make up a utility infrastructure enterprise, operating throughout the US and Canada, committed to safely delivering gas, electric, 5G wireless and renewable energy services, amongst others, to our customers and the community. We help you build your career on Solid Ground by investing in your development and valuing your unique skills, perspective, and background. Employees are the lifeblood of our organization, and we’re committed to providing a stable foundation to continuously grow and thrive. We’ve got work for the next 100 years - All we need isyou!

    As a Senior Financial Analyst, you'll be immersed in analyzing, monitoring, and reporting on both internal and external financial data across our organization. You'll be empowered to take the lead in identifying and resolving challenges, while also contributing innovative ideas for improvement throughout ongoing analysis and research across various finance functions

    What You'll Do

    + Conduct regular expense and cash flow reviews for financial optimization

    + Manage finance tasks like covenant compliance, debt schedules, and peer analysis

    + Proficiently handle complex spreadsheets with pivot tables and charts

    + Develop advanced forecasting tools for insightful company analysis

    + Assist in company budgeting and forecasting processes

    + Prepare compelling Board presentation materials for senior management

    + Efficiently respond to audit requests and inquiries

    + Advocate for Centuri's Core Values and culture

    + Perform other duties as assigned with versatility and proactivity

    What You'll Have

    + Bachelor’s Degree in Finance, Accounting, or related field

    + 4 to 6 years of experience or equivalent combination of education and experience

    + Profound knowledge and understanding of corporate finance principles

    + Excellent written communication skills for composing complex reports and business plans

    + Proven ability to establish and maintain relationships within the company.

    + Capacity to uncover the narrative behind financial data, providing valuable insights

    + Skill in reading, analyzing, and interpreting professional journals, financial reports, and legal documents

    + Strong organizational skills, capable of planning and scheduling activities over extended periods

    + Effective management of large volumes of information across various formats

    + Commitment to maintaining confidentiality and discretion in all aspects of work

    What You'll Get

    + Benefit Package including Medical, Dental and Vision Coverage

    + 401K w/ Company Match

    + Voluntary Life & AD&D Insurance and Short-Term and Long-Term Disability

    + Vacation/Sick Time and Paid Holidays

    + Potential Bonus Opportunities

    + Career Development Opportunities

    + Employee Discounts

    + Weekly Payroll

    Work Environment

    + Work is performed in a typical indoor office environment

    + 3-2 Hybrid schedule except during critical deadlines

    + Flexibility to work various schedules and stay late when necessary with little or no notice

    + Must be able to read documents, use a computer, communicate verbally and in writing

    + Mobility required within an office, warehouse and construction site environments

    + Ability to occasionally lift up to 20 pounds

    Legal Stuff

    + Pass pre-employment, random, post-accident, and reasonable suspicion drug screens

    + Provide valid US work authorization documents for E-Verify

    + Satisfactory results of pre-employment background check results

    Diversity, Equity & Inclusion Commitment

    This job description is subject to change at any time. It reflects management’s assignment of essential functions, and does not exclude or restrict the tasks that may be assigned. Centuri and its subsidiary companies will provide equal employment opportunities to all applicants without regard to an applicant’s race, color, religion, sexual orientation, gender identity, genetic information, national origin, age, veteran status, disability, or any other status protected by federal, state or local law. Centuri will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a test or job interview) if so requested.

    Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Centuri Group and our subsidiaries we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles!


    Employment Type

    Full Time

  • Senior Financial Analyst (3153)
    SMX    Phoenix, AZ 85067
     Posted 3 days    

    Senior Financial Analyst (3153)at SMX(View all jobs) (https://www.smxtech.com/careers/)

    United States

    SMX is seeking a Senior Financial Analyst who will independently deliver services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They will lead and administer the financial management of a TDL(s) under a large contract. They will be responsible for all the financial activities in support of that TDL. They are members of the program management team and work with the Sr. Financial Analyst and the Program Manager in meeting the overall contract goals and objectives. They interface with TDL Project Manager, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They oversee and direct work assignments of Jr. Financial Analyst who support their TDL but will not serve as a career manager.

    **Essential Duties and Responsibilities** **:**

    + Lead the financial management of multiple complex TDL(s) by providing cost, schedule, and funding planning, reporting, monitoring and analysis support to the Program Manager. This includes developing Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

    + Lead TDL Project set up in compliance with contractual terms, conditions and requirements.

    + Prepare TDL Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements.

    + Identify TDL Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting.

    + Monitor TDL and manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required.

    + Ensure cost reporting documentation is correct by performing TDL analytical review and arithmetic checks.

    + Prepare accurate and complete TDL variance analysis and reporting.

    + Monitor TDL funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required.

    + Support accounts receivable as required during the billing processing (i.e. Review TDL edit file and ensure cost that will be billed are accurate and allowable against the TDL).

    + Prepare subcontractor accruals as services/goods are received in accordance with GAAP and internal policies to ensure that the TDL’s costs/commitment is accurately captured and reported internally and externally.

    + Perform ad-hoc financial analysis on TDL(s) as requested by PMO and others.

    + Ensure adherence to Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley, FAR and all company policies and procedures as they are related to the TDL performance and financials.

    + May serve as a career manager for direct reports. If serving as a career manager, tasking may include timesheet approval/review, providing candid feedback concerning performance, preparing annual assessment(s), and growing and developing skillset of their staff.

    + Ability to build relationships across functional teams and internal Business Partners.

    + Possession of excellent oral and written communication skills.

    + Possession of excellent data management, problem solving and critical thinking skills.

    + Possession of excellent organization skills.

    **Required Skills:**

    + Clearance Requirement: Must be able to obtain a clearance if a program requires it

    + Knowledge of all contract types (CP, T&M, FFP).

    + 10 years’ experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis, and reconciliation of estimations verses actuals.

    + Prioritize workload in a fast-paced environment and handle a high volume of work.

    + Experience and Knowledge with Joint Travel Regulations (JTR) rules and guidelines.

    + Experience with Microsoft Office Suite, including Excel, PowerPoint, Word, SharePoint

    + Collect and analyze data from multiple sources and identify, research, and solve financial problems and program risks.

    + Manage and direct work assignments of junior staff. Prioritize workload in a fast-paced environment and handle a high volume of work.

    + BA or BS Degree is desired.

    **US citizenship required for work under DOD contract**

    \#LI-REMOTE

    At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

    We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

    SMX is committed to hiring and retaining a diverse workforce. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. SMX is an Equal Opportunity/Affirmative Action employer including disability and veterans.

    Selected applicant will be subject to a background investigation.


    Employment Type

    Full Time


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